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3,559 hedge funds and large institutions have $1.1T invested in Microsoft in 2020 Q2 according to their latest regulatory filings, with 161 funds opening new positions, 1,468 increasing their positions, 1,715 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 161 | Existing positions closed: 98

28% more capital invested

Capital invested by funds: $857B → $1.1T (+$241B)

4% more funds holding in top 10

Funds holding in top 10: 2,0122,092 (+80)

1% more funds holding

Funds holding: 3,5283,559 (+31)

0.6% less ownership

Funds ownership: 71.79%71.19% (-0.6%)

7% less call options, than puts

Call options by funds: $14B | Put options by funds: $15B

14% less repeat investments, than reductions

Existing positions increased: 1,468 | Existing positions reduced: 1,715

Holders
3,559
Holders Change
+31
Holders Change %
+0.88%
% of All Funds
72.96%
Holding in Top 10
2,092
Holding in Top 10 Change
+80
Holding in Top 10 Change %
+3.98%
% of All Funds
42.89%
New
161
Increased
1,468
Reduced
1,715
Closed
98
Calls
$14B
Puts
$15B
Net Calls
-$995M
Net Calls Change
-$206M
Name Holding Trade Value Shares
Change
Change in
Stake
UFF
1876
USA Financial Formulas
Michigan
$7.68M -$396K -2,179 -5%
DBIA
1877
Dumont & Blake Investment Advisors
New Jersey
$7.67M +$71.3K +393 +1%
LBA
1878
Lowell Blake & Associates
Massachusetts
$7.65M +$672K +3,701 +11%
SCA
1879
Sage Capital Advisors
South Dakota
$7.64M +$14K +77 +0.2%
AWP
1880
Ascent Wealth Partners
New York
$7.63M +$121K +667 +2%
FI
1881
Fosun International
China
$7.62M -$2.71M -14,904 -28%
HMS
1882
Hanseatic Management Services
New Mexico
$7.62M -$1.87M -10,298 -22%
NDSI
1883
Newman Dignan & Sheerar Inc
Rhode Island
$7.61M -$36.7K -202 -0.5%
WP
1884
WealthPLAN Partners
Nebraska
$7.6M +$302K +1,663 +5%
AIA
1885
AIMZ Investment Advisors
California
$7.6M -$447K -2,462 -6%
PAMG
1886
Patton Albertson Miller Group
Tennessee
$7.58M +$9.44K +52 +0.1%
TMAM
1887
Tokio Marine Asset Management
Japan
$7.57M +$801K +4,414 +13%
SCM
1888
Stellar Capital Management
Arizona
$7.56M -$237K -1,308 -3%
CG
1889
CFO4Life Group
Texas
$7.55M -$104K -573 -2%
AWE
1890
Avidian Wealth Enterprises
Texas
$7.55M -$495K -2,725 -7%
BAM
1891
Blueshift Asset Management
New Jersey
$7.51M +$6.71M +36,952 New
RIA
1892
Realta Investment Advisors
Delaware
$7.51M +$1.14M +6,301 +21%
CWM
1893
Concentric Wealth Management
California
$7.5M -$223K -1,230 -3%
AWS
1894
AJ Wealth Strategies
New York
$7.47M +$344K +1,894 +5%
LIM
1895
Loudon Investment Management
New Hampshire
$7.47M -$60.4K -333 -0.9%
PCM
1896
Prelude Capital Management
New York
$7.46M -$375K -2,065 -5%
BL
1897
BCWM LLC
Kansas
$7.45M +$40.7K +224 +0.6%
MC
1898
MRJ Capital
New York
$7.45M +$136K +750 +2%
AAMA
1899
Advanced Asset Management Advisors
Ohio
$7.45M -$90.8K -500 -1%
ED
1900
Exane Derivatives
France
$7.44M +$1.44M +7,912 +28%

MSFT Hedge Fund Activity: Q2 2020 in Review

3,559 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Microsoft (MSFT) for Q2 2020, worth a combined $1.1T — up 28% from $857B a quarter earlier.

Buyers outnumbered sellers: 161 funds opened new MSFT positions and 98 closed out — a net gain of 63 holders — while 1,468 added to existing stakes and 1,715 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $2B. The largest seller was Osaic Holdings, cutting an estimated $4.46B.

  • 3,559 institutional investors held Microsoft (MSFT) as of Q2 2020, up from 3,528 in Q1 2020.
  • Funds reported $1.1T of Microsoft stock for Q2 2020, up 28% quarter-over-quarter.
  • 161 funds opened new Microsoft positions in Q2 2020 and 98 closed out, a net change of +63 holders.
  • The largest Microsoft buyer in Q2 2020 was T. Rowe Price Associates, an estimated $2B added.
  • The largest Microsoft seller in Q2 2020 was Osaic Holdings, an estimated $4.46B sold.

Based on aggregated 13F filings for Q2 2020.